Woodside Wealth Management is an independent registered investment advisor based in Sudbury, Massachusetts. The firm offers comprehensive wealth management services, which include broad-based financial planning, portfolio design, and ongoing discretionary portfolio management where Woodside Wealth Management makes trades on your behalf without prior approval for each transaction. Investment advice primarily focuses on open-end, no-load mutual funds and exchange-traded funds, utilizing Modern Portfolio Theory to build diversified portfolios tailored to each client's individual needs and risk tolerance. Woodside Wealth Management also offers standalone financial planning services on a limited basis for clients who do not need ongoing portfolio management. The firm operates in a legally required best-interest capacity for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance. There is a $7,500 minimum annual fee. Fees may be negotiable in very limited circumstances.
